Convergence Financial, LLC is an independent, client-centric financial advisory firm based in Folsom, California. The company's mission is to provide objective and comprehensive financial strategies tailored to individual client needs. They focus on a process-driven approach that includes detailed financial planning, wealth and investment management, retirement planning, insurance analysis, and estate planning. By operating independently, they aim to offer unbiased advice and build long-term relationships with their clients, serving as a fiduciary.

Founded in

United States